BFO

Boston Family Office Portfolio holdings

AUM $1.51B
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.94M
3
+$2.86M
4
INTC icon
Intel
INTC
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M

Top Sells

1
+$6.27M
2
+$3.46M
3
+$3.32M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.4M
5
BDX icon
Becton Dickinson
BDX
+$2.14M

Sector Composition

1 Technology 24.67%
2 Healthcare 15.48%
3 Financials 8.49%
4 Industrials 8.12%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.7M 5.17%
416,153
-35,925
2
$47.2M 3.36%
152,968
+4,565
3
$42.2M 3%
258,920
+8,980
4
$38.5M 2.74%
140,810
+1,883
5
$34.7M 2.47%
76,787
-970
6
$31.7M 2.25%
99,711
-355
7
$30.7M 2.18%
138,397
+3,002
8
$30.2M 2.15%
73,034
+864
9
$29.3M 2.08%
126,725
-348
10
$28.4M 2.02%
203,100
+11,060
11
$28.1M 2%
111,659
+10
12
$24.5M 1.74%
150,978
+2,138
13
$24.2M 1.72%
68,484
+16
14
$23.2M 1.65%
172,104
-4,190
15
$23M 1.63%
82,004
-194
16
$22.9M 1.63%
134,537
-6,459
17
$21.6M 1.54%
36,605
-792
18
$20.5M 1.46%
174,474
+4,495
19
$20.4M 1.45%
81,787
+2,823
20
$20.4M 1.45%
89,773
-415
21
$20.1M 1.43%
258,557
+225
22
$19.9M 1.42%
48,605
+3,316
23
$19.4M 1.38%
109,945
-114
24
$18M 1.28%
38,097
-1,120
25
$17.8M 1.27%
210,015
+7,999
1
2 3 4 5